Can my customer still sign the agreement or debit authority after signup?

Did your customer forget to sign the agreement or debit authority upon signing up?

No problem! Just get them to sign it the next time they come into your club. (Tip: You may want to manually put the customer on access hold so that your staff is reminded to ask the customer to sign the document upon their next check in. See instructions here.)

Here are the steps to sign the document.

Go to the customer’s page.

Select the product tab. For example, Memberships tab.

Expand the details of the required product. To do so, click the grey triangle next to the product name.

Alternatively, you can ask your customer to sign a printed copy of the agreement (or terms and conditions) or debit authority, then scan the signed document into your local computer and upload the scanned copy onto iconnect360.

Here are the steps to upload a document.

Go to the customer’s page.

Select the product tab. For example, Memberships tab.

Expand the details of the required product. To do so, click the grey triangle next to the product name.